Professionally managed portfolios from Fidelity

Designed to help you keep more of what you earn

Investing for your future takes knowledge, discipline, and time. It also takes the understanding and experience to make smart decisions. Fortunately, you don't have to do it alone.

When you open a managed account with us, your money is managed by professionals who follow a disciplined investing process, have access to Fidelity's resources, and have the knowledge and experience to put all of it to work to help you pursue your personal financial goals. Here's how it works...


plan

Plan

Tell us your needs and goals, and we'll propose an investment plan that's appropriate for you.

manage

Manage

We'll apply a disciplined approach to help you stay invested and on track toward your financial goals.

support

Support

We're here when you need us, whether you have a question about the markets or need to adjust your plan.


There are many benefits to having a professionally managed portfolio from Fidelity. This site focuses specifically on the tax-sensitive investment strategies we use for some taxable accounts.* Managing the taxes on your investments is a complex and time-consuming process that requires diligence and continual monitoring of the markets and your portfolio. We can do all of this for you for an affordable fee, paid directly from your account.


As your life, needs, time horizon, and goals change, we'll continue to work with you to adjust your plan. With professional money management at Fidelity, we're with you every step of the way.

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